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Disclosery

InvesTrust: PG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of InvesTrust on PG, newest first. How the timeline and the estimate are built.

InvesTrust held 16,332 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,332 shares
    Change vs previous 13F -35 shares

    0.92% of the 13F portfolio, value $2,394,924.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,367 shares
    Change vs previous 13F +70 shares

    0.99% of the 13F portfolio, value $2,364,049.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,297 shares
    Change vs previous 13F -3,697 shares

    0.9% of the 13F portfolio, value $2,335,523.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 19,994 shares
    Change vs previous 13F +43 shares

    1.13% of the 13F portfolio, value $3,072,078.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 19,951 shares
    Change vs previous 13F -20,957 shares

    1.23% of the 13F portfolio, value $3,178,593.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 40,908 shares
    Change vs previous 13F +162 shares

    1.91% of the 13F portfolio, value $6,971,541.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 40,746 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $6,821,362.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).